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Savant Capital’s Copa Holdings CPA Stock Holding History

Savant Capital’s Portfolio CPA Stock Details CPA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$337K Sell
2,968
-20
-0.7% -$2.63K ﹤0.01% 1111
2025
Q4 		$360K Buy
2,988
+637
+27% +$77.9K ﹤0.01% 972
2025
Q3 		$279K Buy
2,351
+209
+10% +$23.9K ﹤0.01% 1062
2025
Q2 		$236K Buy
+2,142
New +$211K ﹤0.01% 1081

Other funds holding CPA

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
SIM
Sprucegrove Investment Management Toronto, Ontario, Canada $625M AUM 21.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $9.43B AUM 69.06% 1-Year Est. Return

Savant Capital's CPA Position: Q1 2026 in Review

Savant Capital reduced its Copa Holdings (CPA) stake by 0.67% in Q1 2026, selling an estimated $2.63K and leaving 2,968 shares worth $337K. The position accounts for ﹤0.01% of the portfolio, ranked #1111.

Savant Capital first reported a position in CPA in Q2 2025 and has held it in 4 quarters since. The position peaked at $360K in Q4 2025. 298 funds tracked by Wall St. Rank hold CPA as of Q1 2026.

  • Savant Capital held 2,968 shares of Copa Holdings worth $337K as of Q1 2026.
  • Savant Capital sold 20 Copa Holdings shares in Q1 2026, an estimated $2.63K.
  • Copa Holdings made up ﹤0.01% of Savant Capital's portfolio in Q1 2026, its #1111 holding.
  • Savant Capital first reported a position in Copa Holdings in Q2 2025 and has held it in 4 quarters since.
  • Savant Capital's Copa Holdings position peaked at $360K in Q4 2025.
  • 298 funds tracked by Wall St. Rank held Copa Holdings as of Q1 2026.

Based on Savant Capital's 13F filing for Q1 2026, filed 4 May 2026.